Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$751,888
+$246,365 QoQ
Shares Held
2,887
+41.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,022
of 1,951 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,342,035 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (32.1% of the industry book) .
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,888 | 2,887 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $505,523 | 2,046 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $309,786 | 1,903 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $273,947 | 1,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,246 | 1,579 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||